Comprehensive Wealth Management, LLC's ownership history for XLE

Comprehensive Wealth Management, LLC currently holds 5.0K shares with a market value of $225.4K. It started holding XLE on 2025-06-30. At its peak, it held 5.0K shares on 2025-12-31. Its highest holding value was $238.3K on 2025-09-30. At its lowest, it held 2.7K shares on 2025-09-30, with a value of $225.4K on 2025-12-31. In the recent 180 days, Comprehensive Wealth Management, LLC has increased its shares by 2.3K.